55 read agents. 10 operational areas. One conversation.

• QWhat is our cash position across all bank accounts right now?
• QShow me AR over 60 days, biggest first, with last contact dates.
• QAre any of the customers I quoted last week flagged as slow payers?
• QReconcile this week’s deposits against the invoices they paid.

• QWhich jobs are tracking over estimate this week, and by how much?
• QWhat is the average margin on our last 20 jobs with this customer?
• QHow many setup hours did Job #DEMO-001 burn — was it normal?
• QShow me jobs at risk of missing their promise date in the next two weeks.

• QGive me everything on this customer — orders, AR, last contact, margin trend.
• QWhich customers have grown more than 20% YoY?
• QWhat did we promise the customer in the last email thread on this order?
• QWhich customers are due for a price review this quarter?

• QWhich vendors regularly ship short? Rank by frequency.
• QWhat did we pay this vendor across all POs in the last 12 months?
• QPull every open PO that is past its expected receipt date.
• QReconcile this vendor statement against our AP ledger.

• QWhat is on hand for these 12 part numbers across both warehouses?
• QWhich raw materials are below safety stock right now?
• QShow me parts we have not moved in 180 days, with their carrying cost.
• QWhat did we pay for this material 12 months ago vs. today?

• QGive me my Monday briefing: cash, AR risk, late jobs, anything I should know.
• QSummarize Q3 performance for the hospitality segment.
• QWhat changed since last week that I should pay attention to?
• QDraft the operations section of the board pack.

Customer 360 lookups, contact and ship-to detail, credit-status views, AR aging, customer-specific price lists, customer relationships and bill-to networks.

Live order balance, releases and ship dates, backlog by week / customer / part, order-line and release-level drill-down, full order-to-cash trail.

Open shipments, consolidated shipping schedule, ready-to-ship view, pack-slip detail and tracking, shipment-line search across all pack slips.

Part master and search, customer-part and vendor-part cross-reference, price lookups with quantity breaks, product-group taxonomy.

Daily cash position (Epicor + Plaid), order / customer / job / product P&L, quote-vs-actual, WIP summary, margin analysis.

Production capacity, job overruns, late jobs, margin by closed job.

Sales backlog, expiring quotes (with AI follow-up email drafts), credit-hold watch.

Activity record detail and search by customer / rep / type, activity dashboard (open follow-ups, overdue callbacks, top customers).

Universal search across every Epicor entity in one query, export any tabular answer to Excel or CSV, Trendy adoption and time-saved metrics, ROI benchmarks.

Search learned business facts, retrieve everything an entity knows (the Entity Hub), traverse entity relationships, audit knowledge with source and date.